Creating Purchase VAT Invoices
Purchase VAT Invoices can be created in one of the following ways:
- Automatic creation of Purchase VAT Invoices
- Import of incoming Purchase VAT Invoices
- Generating Purchase VAT Invoices for the period with a periodic job
Automatic creation of Purchase VAT Invoices
If you need to create Purchase VAT Invoices automatically when posting a purchase document in line with the selected VAT Invoice Creation method, it is necessary to enable the Automatic VAT Invoice option for the selected VAT Business Group on the VAT Business Group page.
Import of incoming Purchase VAT Invoices
If you need to create a Purchase VAT Invoice or Adjustment Calculation based on data from the unified register of VAT Invoices, it is possible to import data in XML format with an Import Purchase VAT Invoice periodic job. To do it:
- Choose the
icon, enter Import Purchase VAT Invoice, and then choose the related link. - In the Import window that opens, select a file to be imported.
Note
If the imported documents already exist in the system, a respective message will appear.
- After importing the file, a list of created Purchase VAT Invoices will open.
Note
If the imported documents already exist in the system, a respective message will appear.
Generating Purchase VAT Invoices for the period with a periodic job
To create and regenerate VAT Invoices and Adjustment Calculations on general terms for Vendors for the required period, use the Reform VAT Inv. From Date periodic job. The VAT Invoices and Adjustment Calculations are generated according to the selected VAT Invoice Creation method that is set for the Vendor VAT Business Group. The Reform VAT Inv. From Date job is used to create and regenerate the VAT documents that were not posted previously with the Account, First Event, First Event under the Agreement, First Event under the Order, Payment methods.
Sequence of steps:
- Choose the icon, enter Reform VAT Inv. From Date, and then choose the related link.
- On the Reform VAT Inv. From Date page, fill in the following required fields:
| Field | Description |
|---|---|
| Beginning Date | Select a date from which VAT documents must be created. |
| Ending Date | Select a date to which VAT documents must be created. |
| Reform for Customers | Enable this option if you need to create a VAT Invoice and Adjustment Calculation for Customers. |
| Reform for Vendors | Enable this option if you need to create a VAT Invoice and Adjustment Calculation for Vendors. |
| Save VAT invoice after each customer | Enable this option if you need to create a VAT Invoice and Adjustment Calculation for multiple counterparties with consecutive saving of created documents. If the option is disabled, in case of error occurring when the job is running, a VAT Invoice or Adjustment Calculation will not be created. If the option is enabled, in case of an error occurring when the job is running, VAT Invoice and Adjustment Calculation will be created for all counterparties except for the ones in the operations of which the errors have occurred. |
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If necessary, it is possible to use filters on the Sales VAT Invoice Header and Purchase VAT Invoice Header tabs. For example, to generate Sales VAT Invoices for a specific Vendor for the period, specify the Vendor Code in the filter pane of the Purchase VAT Invoice Header tab for the Account No. field.
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Click OK to run the job. After it’s finished, a pop-up window on creation of VAT Invoices will appear. In case of error, the system will open the Error Message page with the list and summary or errors.
Note
Re-running the job for the same period with the same settings will overwrite the previously created VAT Invoices and Adjustment Calculations that were not posted and didn’t pass the registration validation – for which the External Document No. field is not filled out in the VAT Invoice header.
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- You can check the created VAT documents on the Purchase VAT Invoices or VAT Invoice Vendor Reconciliation pages.